Reports & Credit Memos¶

Overview¶

Dynapro Service Management adds a printable service report, an internal work report section on the order, and one-click actions that create a service credit memo from a posted invoice and a service invoice from a posted credit memo. Technicians, dispatchers, and finance staff use these.

The Service Report¶

Print a full service-order report from the order. Under Reporting, choose Print Report (or Print Service Report). The report produces a service-order printout with the company logo, customer address, contract and order information, and the order lines.

The Report Section on the Order¶

The service order has a Service Report group for field reporting:

Field	Description
Report Responsible	Who is responsible for the report.
Report Date	The report date.
Starting Date	The starting date.
Open Issues	Whether there are open issues.

The Internal Work Description on the order (see Service Order Lines) is for internal use and does not appear on the customer service report.

Creating a Credit Memo from a Posted Invoice¶

On a Posted Service Invoice, choose Create Service Credit Memo. The app creates a new unposted service credit memo. The app fills in the customer, billing, dimensions, lines, and the applies-to reference from the invoice. The lines keep their descriptions from the invoice.

The app sets External Document No. on the credit memo to the posted invoice number. This shows which invoice the credit memo corrects. The app does not copy the invoice's own External Document No.

On success, the app shows "Service Credit Memo %1 has been created." and opens the new credit memo.

Creating an Invoice from a Posted Credit Memo¶

On a Posted Service Credit Memo, choose Create Service Invoice. The app creates a new unposted service invoice. The app fills in the customer, billing, dimensions, and lines from the credit memo. The lines keep their descriptions from the credit memo. The app applies the invoice to the posted credit memo.

The app sets External Document No. on the invoice to the posted credit memo number.

On success, the app shows "Service Invoice %1 has been created." and opens the new invoice.

This action requires an active Dynapro subscription. See Setup & Permissions.

Duplicate Reference Warning¶

When the app creates a credit memo or an invoice from a posted document, it checks the customer ledger entries of the bill-to customer. If a posted document of the same type already has the same External Document No., the app shows a notification:

"External Document No. %1 is already used for a posted %2 for customer %3."

Placeholder	Value
%1	The external document number (the source document number).
%2	The document type: Credit Memo or Invoice.
%3	The bill-to customer number.

The notification is a warning only. The app still creates the document. Make sure the document is not a duplicate before you post it.

Other Reports¶

Report	Produces
Send Serv. Order Reg.	The order-registered confirmation email. See Customer Notifications.
Send Serv. Order All.	The resources-allocated confirmation email.
Send Serv. Order Fin.	The order-finished confirmation email.
Copy Item BOM List	Copies a production BOM onto a service item's component list.
Copy P.O. BOM List	Copies production order components onto a service item's component list.